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Wealth management client liaison

Glasgow (Glasgow City)
Permanent
Kingswood Group
Wealth manager
Posted: 19 January
Offer description

A financial services firm is seeking a Client Liaison Administrator for their Glasgow office on a full-time permanent basis. In this role, you will support advisors by managing queries, processing paperwork, and preparing meeting packs. Ideal candidates will have experience in Wealth Management and demonstrate effective communication and relationship management skills. The company offers several benefits, including private healthcare, a contributory pension scheme, and charity volunteer days. #J-18808-Ljbffr

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